Investing is subjective, and begins with having the proper perspective and two quantifiable measures. If you don’t know them, listen to Peter Mallouk and Wealth Manager Mike Giefer as they discuss an important guideline that can apply to anyone. They also answer the age-old question, “How should I be invested?”

Peter Mallouk and guest, Wealth Advisor Jay Beebe discuss why energy investments have changed significantly in the last 10 years. Has fracking technology changed the industry? Is there a limited supply of oil or has technology changed that? Hear Jay explain how a company’s decision on pricing oil is like a game of whack-a-mole. Listen in as Peter and Jay discuss this fascinating topic.

Hosted by Peter Mallouk, this podcast features Managing Director Brad Johnston. They discuss the needs of business owners, especially those running a family business. What tools can help save time and provide solutions? How can the Mayo Clinic inspire economic well-being?

Peter Mallouk and guest Gary Rossi, Vice President at Fidelity Security go deep into the world of cyber security. Who are the cyber criminals that we should be aware of? What are their most common tactics? More importantly, what steps can we take to make ourselves harder targets? Listen in as we explore this critical topic and hear Gary's top tips for improving your "digital hygiene".

Peter Mallouk and guest Candace Varner, Director of Tax Services at Creative Planning, discuss tax tips for people interested in learning more about switching from employee to self-employed.

More about guest Director of Tax Services, Candace Varner: http://bit.ly/2Q3lxY8

Important legal disclosure: http://bit.ly/2DC250b

Peter Mallouk and guest Wealth Advisor Todd Shepherd discuss nuances a 529 Plan and how to avoid common pitfalls. What if you save for an expensive college and the student doesn’t need all the capital? Does saving for college affect financial aid that’s available? If you have children, you should consider how to approach this important topic. Listen in as we explore on our latest podcast episode.

More about guest Managing Director, Todd Shepherd: http://bit.ly/2YMSkrj

Important legal disclosure: http://bit.ly/2DC250b

Peter Mallouk and guest Wealth Advisor Todd Shepherd discuss what a 529 Plan is and what setting one up entails. What can you use the money for? Who can use it? How much should you set aside in a 529 Plan? If you have children, you should consider how to approach this important topic. Listen in as we explore on our latest podcast episode.

More about guest Managing Director, Todd Shepherd: http://bit.ly/2YMSkrj

Important legal disclosure: http://bit.ly/2DC250b

Peter Mallouk and guest Wealth Advisor Tim Sutton discuss social security and how it fits into someone’s overall financial plan. There are a lot of debates with social security from when to take it, to if will it exist in the future, to how to handle spousal benefits. There are a lot of possible avenues to factor in social security benefits and everyone needs to evaluate how to approach this important topic. Listen in as we explore on our latest podcast episode.

More about guest Managing Director, Tim Sutton: http://bit.ly/2QnECV7

Important legal disclosure: http://bit.ly/2DC250b

Peter Mallouk and guest Managing Director Randy Hallier discuss tips for retirement planning if you are a government employee. The federal government is the largest employer in the United States and offers specific benefits for employees that differ from the private sector. Cash flow, healthcare and survivor benefits all have unique rules and regulations. Listen in as we explore on our latest podcast episode.

More about guest Managing Director, Randy Hallier: http://bit.ly/2SOYOkg

Important legal disclosure: http://bit.ly/2DC250b

Peter Mallouk interviews Creative Planning Tax Director, Tizzi Blackburn about how to improve your tax planning strategy by looking at how you review and itemize your deductions. The standard deduction has increased, and the list of items included in itemized deductions has changed. There are a lot of factors to consider before you update your tax planning strategies. Listen in as we explore on our latest podcast episode.

More about guest Tax Director, Tizzi Blackburn: http://bit.ly/2Grg7m8

Important legal disclosure: http://bit.ly/2DC250b